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Technology Stocks : Exodus Communications, Inc. (EXDS) -- Ignore unavailable to you. Want to Upgrade?

To: Tumbleweed who wrote (2615)8/24/2000 9:57:27 AM
From: Rupert  Read Replies (2) | Respond to of 3664
 
Epoch Partners, a San Francisco-based investment bank, has just put up some detailed reports on the co-location industry, EXDS, and other players in the sector on its website:

epoch.com

Here's their press release about it:

quicken.excite.com

--

Tumbleweed> There's a post about USIX containing an internal e-mail which, if true, is a interesting insight:

Message 14231649



To: Tumbleweed who wrote (2615)8/25/2000 3:48:39 PM
From: Mike 2.0  Respond to of 3664
 
T-weed, re USIX: I'd be very hesitant to go long USIX. Compare recent IPO CRIO...yes it's up today but performance overall is poor. I still say INTC/SAP decision to pull plug on Pandesic is not a favorable sign for ERP-as-utility services like Corio and USIX. I'd also check into Qwest's Cyber.Center business which hosts SAP...there was talk at one point about a spinoff, if I recall correctly. All this JMO, FWIW, etc. etc. good luck


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